Treasury and Trade Solutions

Panduan Awal CitiManager® Pemegang Kartu

Juli 2015

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CitiManager Quick Start Guide — Cardholders | Table of Contents

Table of Contents

Apply for a Card Using an Invitation Passcode ......................2

Log In/Out of the CitiManager Site ...........................................5

Reset Forgotten Password ...........................................................6

Retrieve Forgotten Username ....................................................8

View Statements ............................................................................10

Print Statements ............................................................................11

View Unbilled Transactions .........................................................13

Set Alerts ..........................................................................................15

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CitiManager Quick Start Guide — Cardholders | Apply for a Card Using an Invitation Passcode

Apply for a Card Using an Invitation PasscodeKey Concepts

Before you can apply for a new card, an Invitation Passcode and the inviter’s e-mail address are required. Both are obtained from your Program Administrator. You will receive a confirmation message after completing your application, when the necessary approvals have been received, either from a Supervisor and/or Program Administrator. You can view the status of your application in the CitiManager Site by using the username and passcode created using the steps described below.

Once your card application is approved, the account will be linked to your CitiManager Site username and password that was created during the application process. This will allow you to perform functions in the CitiManager Site such as view and print statements.

Step-by-Step Instructions

Screen Step/Action

CitiManager Site Login Screen

1. Navigate to citimanager.com/login.

2. From the CitiManager Site Login screen, click on the Apply for Card link.

The User Registration screen displays.

3. Click the Invitation Pass code radio button.

Click the Continue button.

The Passcode Verification screen displays.

Self-registration for Cardholders Screen

4. In the Invitation Passcode field, type the Invitation Passcode that was sent to you by your Program Administrator.

5. In the Inviter’s e-mail address passcode field, type the inviter’s e-mail address that was sent to you by your Program Administrator.

6. Click the Continue button.

The User Registration screen displays.

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CitiManager Quick Start Guide — Cardholders | Apply for a Card Using an Invitation Passcode

Screen Step/Action

Self-registration for Cardholders Screen — Registration Details

7. In the Username field, type a username.

Note: A username is not case sensitive and must meet the following requirements:

• Must be more than six characters• May contain letters, numbers and special

characters• Cannot contain spaces(s)• Must not contain only numbers

8. In the Password field, type a password that meets the password requirements.

Note: Passwords are case sensitive and must meet the following requirements:

• Should have six to nine characters• At least one letter is required• Must contain at least one number• Cannot be the same as your last six

password(s)

9. In the Confirm password field, retype the password.

10. From the Helpdesk verification question drop-down list, select the verification question.

11. In the Helpdesk verification answer field, type the answer to the verification question you selected.

12. In the Personal Information section, complete the required fields.

Note: An asterisk (*) indicates a required field and an entry must be made in that field.

The required fields are First name, Last name, country, Contact number, User Profile e-mail Address, and Confirm User Profile e-mail Address.

13. Click the Continue button.

A pop-up message displays stating, “Your user ID has been created successfully. Please proceed further to apply for a card.”

Note: The CitiManager Site will send an e-mail confirming the registration and username created.

14. Click the OK button.

The Country screen displays.

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CitiManager Quick Start Guide — Cardholders | Apply for a Card Using an Invitation Passcode

Screen Step/Action

Self-registration for Cardholders Screen — Card Details

15. Select the country of the currency where the card will be billed from the drop-down list and then select your language preference.

Note: Only the countries selected by your company will display in the drop-down list.

16. Click the Continue button.

The card application form displays.

Card Application Screen

17. Complete the required fields on the application.

Note: An asterisk (*) indicates a required field and an entry must be made in that field. If you are unable to complete the required fields, you can also save the application as draft and return to it later.

18. Click the Submit button.

An application submission confirmation message displays.

19. Click the OK button.

The CitiManager Site Login screen displays.

Note: The approving Supervisor or Program Administrator will receive an e-mail advising them that your application is awaiting their approval.

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CitiManager Quick Start Guide — Cardholders | Log In/Out of the CitiManager Site

Log In/Out of the CitiManager SiteKey Concepts

A username and password are required to access the CitiManager Site which you would have set up at the time of your Application request.

When you are finished using the CitiManager Site, always use the Logout button. Do not close the application by using the browser Close (X) button.

Step-by-Step Instructions

Screen Step/Action

CitiManager Site Login Screen

1. Navigate to citimanager.com/login.

2. From the CitiManager Site Login screen, type your Username and Password in the required fields.

3. Click the Login button.

The Challenge Question screen displays.

Challenge Question Screen

4. In the challenge question field, type the answer to the challenge question.

5. Click the Continue button.

The CitiManager Site Home screen displays. You have successfully logged into the CitiManager Site.

Logout

6. To log out of the CitiManager Site, click Logout at the top right of any screen.

The CitiManager Site Login screen displays.

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CitiManager Quick Start Guide — Cardholders | Reset Forgotten Password

Reset Forgotten PasswordKey Concepts

If you forget your password, it is necessary to reset your password in order to log in to the CitiManager Site. To reset your password, the following information is required:

• A valid username• The last six digits of the Card number

Step-by-Step Instructions

Screen Step/Action

CitiManager Site Login Screen

1. Navigate to citimanager.com/login.

2. From the CitiManager Site Login screen, click the Forgot password? link.

The Forgot password screen displays.

Forgot Password Screen

3. Select the Cardholder radio button.

4. In the Username field, type your username.

5. In the Account number (Last 6 digits) field, type the last six digits of your account number.

6. Click the Continue button.

The Challenge Question screen displays.

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CitiManager Quick Start Guide — Cardholders | Reset Forgotten Password

Screen Step/Action

Challenge Question Screen

7. In the challenge question field, type the answer to the challenge question and click the Continue button.

Note: You have three attempts to answer the challenge question correctly.

The Create New Password screen displays.

Create New Password Screen

8. Enter and confirm your New password.

Note: Passwords are case-sensitive and must have six to nine characters. At least one letter is required, it must contain at least one number and cannot be the same as your last six passwords.

9. Click the Save button.

Your new password is saved and the CitiManager Home screen displays.

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CitiManager Quick Start Guide — Cardholders | Retrieve Forgotten Username

Retrieve Forgotten UsernameKey Concepts

If you have forgotten your username, you will need to retrieve it in order to log into the CitiManager Site. Your username will be sent to the e-mail address on file. To retrieve your username, the following information is required:

• Account name as it appears on your card• Account number (Full number)

Step-by-Step Instructions

Screen Step/Action

CitiManager Site Login Screen

1. Navigate to citimanager.com/login.

2. From the CitiManager Site Login screen, click the Forgot username? link.

The Forgot sign on — username screen displays.

Forgot Sign On — Username Screen

3. Select the Cardholder radio button.

4. In the Embossed Name field, type your name as it appears on your card.

5. In the Account number (Full number) field, type your full account number.

6. Click the Continue button.

The Challenge Question screen displays.

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CitiManager Quick Start Guide — Cardholders | Retrieve Forgotten Username

Screen Step/Action

Challenge Question Screen

7. In the challenge question field, type the answer to the challenge question and click the Continue button.

Note: You have three attempts to answer the challenge question correctly.

The system sends an e-mail with the correct username to the e-mail address on file.

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CitiManager Quick Start Guide — Cardholders | View Statements

View Statements Key Concepts

Your statement displays the following information:

• Card details• Account balances• Transaction details

The most recent statement displays but it is possible to view statements from the previous 36 months.

Step-by-Step Instructions

Screen Step/Action

Home Screen

1. From the CitiManager Site Home screen, click the Statement tab.

The Statement screen displays the most recent statement.

Statement Screen

2. To view a previous statement, from the Statement date drop-down list, select the desired statement.

The statement for the selected date displays.

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CitiManager Quick Start Guide — Cardholders | Print Statements

Print Statements Key Concepts

From the Statement screen, it is possible to print a copy of your statement. The statement is printed as an Adobe PDF (Portable Document Format) document.

Step-by-Step Instructions

Screen Step/Action

Home Screen

1. From the CitiManager Site Home screen, click the Statement tab.

The Statement screen displays the most recent statement.

Statement Screen

2. Use the current statement or select a previous statement from the Statement date drop-down list, then click the Print button.

A print confirmation message displays.

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CitiManager Quick Start Guide — Cardholders | Print Statements

Screen Step/Action

Print Confirmation Message

3. Click the OK button.

A File Download message displays.

File Download Message

4. To open the printable statement, click the Open button.

The printable document displays in PDF format.

Note: Depending on your PC settings, you may need to allow pop-ups for the statement to display.

Statement — PDF

5. From the PDF window, click the Print button.

The Print window displays.

6. Select your printer and set any printer preferences.

7. When you are finished, click the OK button.

The statement is printed on the designated printer.

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CitiManager Quick Start Guide — Cardholders | View Unbilled Transactions

View Unbilled TransactionsKey Concepts

The CitiManager Site allows you to view transactions as they post. Unbilled transactions are all transactions that have posted to your account since your last statement. You can view unbilled transactions before your next billing statement is generated. The unbilled transactions displayed will appear on your next statement and are not part of your current statement.

Step-by-Step Instructions

Screen Step/Action

Home Screen

1. From the CitiManager Site Home screen, click the Statement tab.

The Statement screen displays the most recent statement.

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CitiManager Quick Start Guide — Cardholders | View Unbilled Transactions

Screen Step/Action

Unbilled Transactions Screen

2. Click the Unbilled Transactions sub-tab.

The Unbilled Transactions screen displays.

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Panduan Awal CitiManager — Pemegang Kartu | Pengaturan Notifikasi

Pengaturan NotifikasiKonsep-konsep Utama

Sebagai pemegang kartu, Anda dapat mengatur notifikasi agar dapat dikirim secara otomatis melalui e-mail atau ke ponsel Anda saat transaksi tertentu yang dipilih terjadi pada rekening Anda. Contohnya, Anda akan diberitahu saat tagihan Anda tersedia atau saat Anda berada dalam persentase tertentu dari batas kredit Anda.

Anda dapat menerima notifikasi ini melalui e-mail atau SMS di ponsel Anda.

Anda juga dapat memilih hari dan waktu untuk menerima notifikasi ponsel tersebut.

Instruksi Langkah Demi Langkah

Utama Langkah/ Tindakan

Halaman Utama

1. Melalui Halaman Utama CitiManager, klik bagian My Profile.

Halaman My Profile ditampilkan.

Halaman My Profile

2. Klik tautan Alerts.

Halaman Pengaturan Notifikasi ditampilkan.

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Panduan Awal CitiManager — Pemegang Kartu | Pengaturan Notifikasi

Utama Langkah/ Tindakan

Halaman Notifikasi Langganan

3. Pilih notifikasi e-mail dan/ atau ponsel yang diinginkan.

Catatan: Beberapa notifikasi mungkin tidak tersedia. Notifikasi yang tersedia diatur oleh Administrator Program Anda.

4. Jika memilih notifikasi ponsel, ketik Kode Negara Anda dan nomor Ponsel (tanpa spasi).

5. Untuk notifikasi e-mail, klik tautan Manage e-mail Address.

Halaman Profil Pengguna Alamat e-mail ditampilkan.

6. Masukkan dan konfirmasi hingga lima alamat e-mail, lalu klik tombol Simpan.

Halaman Pengaturan Notifikasi kembali ditampilkan.

7. Jika Anda ingin menerima notifikasi ponsel Anda pada hari/ waktu tertentu, kembangkan bagian Mobile Alerts Time Preferences.

8. Pilih zona waktu Anda, dari Waktu dan Ke Waktu, beserta dengan pilihan Hari dimana Anda ingin menerima notifikasi ponsel Anda.

9. Pastikan Syarat & Ketentuan dengan meng-klik kotak yang tersedia, lalu klik tombol Simpan.

Sebuah pesan konfirmasi akan tampil di bagian atas halaman.

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